TrueX Daily News (@xDaily):🚀 NEWS: SpaceX is hiring engineers in Austin and Seattle to develop AI satellites and space data centers.Solar, process, automation, manufacturing, mechanical, electrical, optics, software — build space data centers with @SpaceX @Starlink engineers.https://t.co/OACMfIMRYh ...

Core Insights - GE Aerospace is recognized as one of the top 10 American defense stocks to buy, currently holding a Strong Buy rating with a one-year average share price target of $358.33, indicating a potential upside of 16.96% as of February 5 [1]. Financial Performance - The company reported an adjusted EPS of $1.57 for Q4, surpassing estimates by 14 cents and reflecting a 19% year-over-year increase [3]. - Quarterly adjusted revenue rose by 20% year-over-year to $11.87 billion [3]. Analyst Ratings and Market Sentiment - JPMorgan raised its price target for GE Aerospace from $325 to $335 following the company's Q4 earnings beat, maintaining an Overweight rating due to optimism about the company's fundamentals [2]. - Despite recent underperformance attributed to heightened expectations, analysts remain positive about the company's capabilities [2]. Strategic Investments - GE Aerospace announced plans to invest up to $300 million over the next five years to enhance its engine repair capabilities in Singapore [4]. - The company has an installed base of approximately 25,000 military and 45,000 commercial aircraft engines, indicating a significant market presence [4].

Group 1 - China successfully launched a reusable experimental spacecraft on February 7, using the Long March 2F rocket, aimed at verifying reusable spacecraft technology for peaceful space utilization [2] - SpaceX has postponed its Mars mission originally scheduled for this year, shifting focus to NASA's lunar program, with plans for an unmanned lunar landing in March 2027 [2] - OpenAI's first hardware, named Dime, is expected to be released this year, designed as an AI audio headset, with a strategic shift from a more complex device due to high hardware costs and supply chain issues [2]

Core Viewpoint - The commercial aerospace sector in the A-share market is experiencing positive developments, with 68 concept stocks analyzed, of which 52 have disclosed performance forecasts indicating a mix of profitability improvements and growth in net profits [1] Group 1: Performance Forecasts - Five companies are expected to turn losses into profits, while nine companies are projected to reduce losses, and eleven companies anticipate year-on-year growth in net profit [1] - Notable companies with significant expected profit growth include: - Beimo High-tech: Expected net profit of 190 million to 220 million yuan, a year-on-year increase of 1076.16% to 1261.87% [1] - Zhimingda: Expected net profit of around 100 million yuan, a year-on-year increase of approximately 414% [1] - Aerospace Science and Technology: Expected net profit of 60 million to 90 million yuan, a year-on-year increase of 388.74% to 633.11% [1] Group 2: Market Trends - The commercial aerospace sector has shown a trend of rising and then falling stock prices this year, with some individual stocks experiencing significant pullbacks [4] - The largest pullback was observed in Aerospace Hongtu, which declined by 48.8%, while 12 other stocks, including Shaanxi Huada and Aerospace Huanyu, saw pullbacks exceeding 30% [4] Group 3: Institutional Attention - Since January, 14 commercial aerospace concept companies have received at least two rounds of institutional research, indicating heightened interest [4] - Notable companies include Chaojie Co., which has been researched seven times, and Taili Technology, which has been researched four times [4] Group 4: Investment Focus - According to CITIC Securities, the current hot investment areas include reusable rockets, the SpaceX chain, and space computing power, with low-orbit communication satellite chains being the first segment supported by fundamental logic and orders [5] - The focus should be on core assets and identifying "inflation links" and "marginal new additions," with a positive outlook on related sectors such as rocket 3D printing, satellite RF antennas, satellite carbon fiber composites, solar wings, and inter-satellite laser communication [5]

Watch LIVE as SpaceX launches NASA Crew 12 to the International Space Station in low-Earth orbit from SLC-40, Cape Canaveral Space Force Station, Florida. Crew 12 consists of NASA Astronauts Jack Hathaway (Commander), and Jessica Meir (Pilot), ESA Astronaut Sophie Adenot (Mission Specialist) ROSCOSMOS Cosmonaut Andrey Fedyaev (Mission Specialist). Booster B1101 on its 2nd flight on a 38 day turnaround will be landing at LZ-40, a new booster landing site constructed by SpaceX at SLC-40. C212 (Freedom) on Fli ...

Earlier this week, Falcon 9’s second stage experienced an off-nominal condition ahead of the deorbit burn, resulting in a failure to ignite the engine. SpaceX teams submitted our report to the FAA regarding the mishap, including likely cause and associated corrective actions, and is now cleared for liftoff → https://t.co/Z9byHilhhj ...

Core Viewpoint - Apple and GE Aerospace are leading five stocks that are signaling buy opportunities, with Apple showing resilience against recent tech market sell-offs [1] Group 1: Stock Performance - The Dow Jones Industrial Average has surpassed 50,000 for the first time, with notable stocks like JPMorgan, Apple, and Boeing entering buy zones [1] - Apple (AAPL) has remained unaffected by the recent downturn in the tech sector, indicating strong market positioning [1] - GE Aerospace (GE) is highlighted as one of the stocks to watch, suggesting potential growth and investment interest [1] Group 2: Other Stocks of Interest - Sterling Infrastructure (STRL), a data center builder, experienced a midweek decline but rebounded on Friday, moving towards a breakout point [1] - Toll Brothers (TOL), another builder, is expected to benefit from rumored developments, indicating positive market sentiment towards the construction sector [1] - The article also mentions other companies like Cisco, Halozyme, and Bloom Energy as being in or near buy zones, reflecting a diverse range of investment opportunities [1]

Austin is greatMuskonomy (@muskonomy):🚨NEWS: SpaceX hiring engineers in Austin and Seattle to build AI satellites and space data centers.VP of Starlink Engineering Michael Nicolls also revealed a new 230 MeV radiation testing facility in Florida to speed up development across all SpaceX vehicles. https://t.co/eUHLKy5aT7 ...

RT Michael Nicolls (@michaelnicollsx)We are also hiring elite engineers at our new 230 MeV cyclotron facility in Florida, where we are bringing single-event radiation testing in house to accelerate development across all SpaceX vehicles. ...

RT Michael Nicolls (@michaelnicollsx)We are hiring for many critical engineering roles to develop the technologies for AI satellites in space at our facilities in Austin and Seattle. Solar, process, automation, manufacturing, mechanical, electrical, optics, software... come build space data centers with great engineers at @SpaceX @Starlink ...